Muhlenkamp & Co’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.6M | Buy |
27,202
+33
| +0.1% | +$26.2K | 5.95% | 5 |
|
|
2026
Q1 | $23.5M | Sell |
27,169
-24
| -0.1% | -$21.4K | 6.19% | 4 |
|
|
2025
Q4 | $22.3M | Buy |
27,193
+85
| +0.3% | +$69.4K | 6% | 5 |
|
|
2025
Q3 | $20.9M | Buy |
27,108
+24
| +0.1% | +$16.9K | 5.69% | 5 |
|
|
2025
Q2 | $19.8M | Sell |
27,084
-11,505
| -30% | -$8.12M | 6.19% | 2 |
|
|
2025
Q1 | $26M | Sell |
38,589
-72
| -0.2% | -$44.5K | 8.5% | 1 |
|
|
2024
Q4 | $22M | Buy |
38,661
+54
| +0.1% | +$30.2K | 6.69% | 1 |
|
|
2024
Q3 | $19.1M | Sell |
38,607
-29
| -0.1% | -$16.1K | 5.85% | 3 |
|
|
2024
Q2 | $22.6M | Sell |
38,636
-55
| -0.1% | -$30.6K | 7.04% | 1 |
|
|
2024
Q1 | $20.8M | Buy |
38,691
+209
| +0.5% | +$106K | 6.03% | 2 |
|
|
2023
Q4 | $17.8M | Buy |
38,482
+215
| +0.6% | +$97.8K | 5.83% | 2 |
|
|
2023
Q3 | $16.6M | Sell |
38,267
-58
| -0.2% | -$24.4K | 5.74% | 3 |
|
|
2023
Q2 | $16.4M | Buy |
+38,325
| New | +$14.7M | 5.8% | 2 |
|
|
2022
Q4 | $14.3M | Buy |
38,249
+40
| +0.1% | +$14.9K | 6.08% | 4 |
|
|
2022
Q3 | $13M | Buy |
38,209
+285
| +0.8% | +$98.9K | 5.8% | 3 |
|
|
2022
Q2 | $12.4M | Sell |
37,924
-27,661
| -42% | -$8.85M | 5.79% | 4 |
|
|
2022
Q1 | $20.1M | Buy |
65,585
+85
| +0.1% | +$23.1K | 6.99% | 1 |
|
|
2021
Q4 | $16.3M | Sell |
65,500
-48
| -0.1% | -$10.5K | 5.67% | 2 |
|
|
2021
Q3 | $13.1M | Sell |
65,548
-83
| -0.1% | -$16.6K | 5.02% | 4 |
|
|
2021
Q2 | $12.6M | Buy |
65,631
+83
| +0.1% | +$16K | 4.6% | 7 |
|
|
2021
Q1 | $13.3M | Sell |
65,548
-5,507
| -8% | -$1.01M | 4.92% | 5 |
|
|
2020
Q4 | $12.4M | Buy |
71,055
+204
| +0.3% | +$34K | 4.97% | 4 |
|
|
2020
Q3 | $10.6M | Buy |
70,851
+312
| +0.4% | +$47.4K | 5.46% | 4 |
|
|
2020
Q2 | $10.8M | Buy |
+70,539
| New | +$10.2M | 5.79% | 4 |
|
|
2019
Q4 | $9.76M | Buy |
70,541
+3
| +0% | +$424 | 4.26% | 6 |
|
|
2019
Q3 | $9.64M | Buy |
70,538
+1,110
| +2% | +$157K | 4.7% | 5 |
|
|
2019
Q2 | $9.33M | Sell |
69,428
-172
| -0.2% | -$21.4K | 4.54% | 6 |
|
|
2019
Q1 | $8.15M | Buy |
+69,600
| New | +$8.59M | 3.86% | 11 |
|
|
2018
Q3 | $9.38M | Sell |
70,742
-348
| -0.5% | -$45.4K | 4.01% | 11 |
|
|
2018
Q2 | $9.48M | Hold |
71,090
| – | – | 3.62% | 13 |
|
|
2018
Q1 | $10M | Buy |
71,090
+1,143
| +2% | +$178K | 3.63% | 12 |
|
|
2017
Q4 | $10.9M | Sell |
69,947
-1,009
| -1% | -$149K | 3.22% | 10 |
|
|
2017
Q3 | $10.9M | Sell |
70,956
-409
| -0.6% | -$63.8K | 3.43% | 11 |
|
|
2017
Q2 | $11.7M | Sell |
71,365
-65
| -0.1% | -$9.86K | 3.68% | 6 |
|
|
2017
Q1 | $10.6M | Sell |
71,430
-337
| -0.5% | -$49.4K | 3.25% | 8 |
|
|
2016
Q4 | $10.1M | Buy |
71,767
+26,014
| +57% | +$3.83M | 3.18% | 10 |
|
|
2016
Q3 | $7.63M | Sell |
45,753
-430
| -0.9% | -$80.2K | 2.88% | 16 |
|
|
2016
Q2 | $8.62M | Buy |
+46,183
| New | +$8.1M | 3.37% | 12 |
|
Other funds holding MCK
Muhlenkamp & Co's MCK Position: Q2 2026 in Review
Muhlenkamp & Co increased its McKesson (MCK) stake by 0.12% in Q2 2026, buying an estimated $26.2K and bringing the position to 27,202 shares worth $20.6M. The position accounts for 5.95% of the portfolio, ranked #5.
Muhlenkamp & Co first reported a position in MCK in Q2 2016 and has held it in 38 quarters since. The position peaked at $26M in Q1 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Muhlenkamp & Co held 27,202 shares of McKesson worth $20.6M as of Q2 2026.
- Muhlenkamp & Co bought 33 McKesson shares in Q2 2026, an estimated $26.2K.
- McKesson made up 5.95% of Muhlenkamp & Co's portfolio in Q2 2026, its #5 holding.
- Muhlenkamp & Co first reported a position in McKesson in Q2 2016 and has held it in 38 quarters since.
- Muhlenkamp & Co's McKesson position peaked at $26M in Q1 2025.
- 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.